Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

How to set-up an Approval Flow?

Approval Flows define who must approve specific actions (by type) before they proceed in the system. Each request type can have one approval flow that determines the sequence of approvals required. 

🌐 Overview

Approval Flows help clinics maintain control over sensitive actions — such as discounts, refunds, salary changes, or expense approvals — by routing them through designated approvers.

🧭 Navigation

Control Panel → User Settings → Approval Flows

 

🛠️ How to perform the Set-Up 

  1. Click “+” (top-right).

  2. Select Branch.

  3. Choose Type – pick the type of request this flow will govern (one flow per type).

  4. Click + Add Rule in the center to create the first step in the approval process:

    • Role(s): Multi-select the roles that can approve this step.

    • Count: Enter the number of approvals required from those roles.

      • Example: Role = Doctors, Count = 2 → the request is sent to all doctors, and any two users approvals can complete this step.

  5. (Optional) Add additional steps for higher-level approvals:

    • Click + Add Rule again.

    • Common pattern: Step 1 = Reporting Manager → Step 2 = Finance.

    • Note: Reporting Manager is defined in HR → Employee Profile.

  6. Click Submit to save the flow.

How It Works

  • Trigger: When a user performs an action linked to an approval type, the system creates an Approval Task.

  • Routing: The task is automatically sent to all users in the roles listed for the current approval step.

  • Decision: Approvers open the task from their Home → To-Do List and either Approve or Reject.

  • Progression:

    • When the required Count is reached, the flow advances to the next step (if any).

    • Once all steps are completed, the action proceeds.

Manage Existing Flows

  • List Columns: Branch, Type, Created By

  • Tools:

    • Search-as-you-type (top-right)

    • Print PDF / Export Excel (top-left)

    • Pagination (bottom-right)

  • Row Actions (…):

    • Edit to update a flow

    • Delete to remove a flow

Notes & Tips

  • You can only create one flow per request type.

  • Use Count to prevent bottlenecks (e.g, 1 of 3 approvers).

  • Keep steps minimal — only include true stakeholders who must sign off.

  • Ensure Roles and Reporting Managers are correctly configured in User Settings / HR.

  • Communicate approval responsibilities so approvers regularly check their To-Do List.